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⚲
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| Prestige Wealth Management Group LLC
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|
|
|---|---|
| CRD # | 127381 |
| SEC # | 801-72627 |
| CIK # | 0001772715 |
| AUM | $463.3 MM (2023-03-16) |
| Employees | 8 (62% Investors, 12% Brokers) |
| Phone | 908-782-0001 |
| Address | 31 State Route 12 Flemington, NJ 08822 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.3 | |
| CL | 66,096.9 | 11.6 | |
| MSFT | 1,918,222.4 | 8.7 | |
| JNJ | 465,600.2 | 5.6 | |
| MRK | 232,371.9 | 4.1 | |
| PG | 338,108.9 | 3.3 | |
| UNH | 477,004.0 | 2.9 | |
| XOM | 385,508.3 | 2.7 | |
| AMZN | 1,092,997.8 | 2.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 64.4 |
| (b) Individuals (high net worth individuals) | 182 | 398.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,142 | 463.3 |
| By Discretionary | ||
| Discretionary | 1,134 | 457.8 |
| Non-Discretionary | 8 | 5.5 |
| Total | 1,142 | 463.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.3 | |
| Total | 1,142 | 463.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001772715] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WMG Financial Advisors LLC
✚
|
TN | 0.5 |
|
RTW Financial Advisors Inc
✚
|
TX | 0.5 |
|
CORA Capital Advisors LLC
✚
|
NJ | 0.5 |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 0.5 |
|
MMA Asset Management LLC
✚
|
PA | 0.5 |
|
Demming Financial Services Corp
✚
|
OH | 0.5 |
|
Wealthgate Family Office LLC
✚
|
CO | 0.5 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.5 |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
|
Ulland Investment Advisors LLC
✚
|
MN | 0.5 |